Core Viewpoint - Huahong Technology has shown significant stock performance and financial growth, indicating strong market interest and operational success in the recycling and resource utilization sectors [1][2]. Financial Performance - As of June 30, Huahong Technology achieved a revenue of 3.159 billion yuan, representing a year-on-year growth of 17.17% [2]. - The net profit attributable to the parent company reached 79.6328 million yuan, marking a substantial increase of 3480.57% year-on-year [2]. - The company has distributed a total of 354 million yuan in dividends since its A-share listing, with 116 million yuan distributed in the last three years [3]. Stock Market Activity - On September 11, Huahong Technology's stock price increased by 2.05%, reaching 14.95 yuan per share, with a trading volume of 183 million yuan and a turnover rate of 2.27% [1]. - The stock has appreciated by 119.21% year-to-date, with a 1.01% increase over the last five trading days, 10.25% over the last 20 days, and 66.48% over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) nine times this year, with the most recent appearance on August 19 [1]. Business Segments - Huahong Technology's main business segments include comprehensive utilization of rare earth resources (49.56% of revenue), sales of magnetic materials (23.77%), recycling equipment sales (10.45%), elevator components (9.83%), and waste recovery and trade (4.68%) [1]. - The company operates within the environmental protection industry, specifically in the sectors of recycling equipment and waste management [2]. Shareholder Information - As of June 30, the number of shareholders for Huahong Technology was 34,700, a decrease of 26.48% from the previous period, while the average number of tradable shares per shareholder increased by 36.03% to 14,787 shares [2].

Company Overview - Dadi Bear New Materials Co., Ltd. is located in Hefei, Anhui Province, established on November 4, 2003, and listed on July 22, 2020. The company specializes in the research, production, and sales of sintered neodymium-iron-boron rare earth permanent magnet materials [1][2] - The main business revenue composition includes: sintered neodymium-iron-boron at 81.34%, other products at 15.12%, rubber magnets at 2.32%, and other magnetic products at 1.22% [1] Stock Performance - As of September 11, the stock price of Dadi Bear increased by 2.01%, reaching 36.63 CNY per share, with a total market capitalization of 4.193 billion CNY [1] - Year-to-date, the stock price has risen by 78.10%, with recent performance showing a 4.84% increase over the last 5 trading days, 16.47% over the last 20 days, and 22.71% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on June 12, where net buying amounted to 5.3752 million CNY [1] Financial Performance - For the first half of 2025, Dadi Bear achieved operating revenue of 726 million CNY, representing a year-on-year growth of 13.41%, and a net profit attributable to shareholders of 22.3871 million CNY, up 27.11% year-on-year [2] - Since its A-share listing, the company has distributed a total of 173 million CNY in dividends, with 90.5285 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, the number of shareholders increased to 12,100, a rise of 36.38% from the previous period, while the average circulating shares per person decreased by 26.68% to 9,466 shares [2] Industry Classification - Dadi Bear belongs to the Shenwan industry classification of non-ferrous metals, specifically in the metal new materials sector focusing on magnetic materials. The company is also associated with concepts such as rare earth permanent magnets, financing and securities lending, specialized and innovative enterprises, new materials, and humanoid robots [2]

Core Insights - The stock price of China Rare Earth has experienced a significant increase of 85.28% year-to-date, but has recently declined by 12.09% over the past five trading days [2] - The company reported a revenue of 1.875 billion yuan for the first half of 2025, marking a year-on-year growth of 62.38%, with a net profit of 162 million yuan, up 166.16% [2] Market Performance - As of September 8, the stock price was 51.97 yuan per share, with a market capitalization of 55.152 billion yuan [1] - The trading volume on September 8 was 1.615 billion yuan, with a turnover rate of 2.89% [1] - The net outflow of main funds was 150 million yuan, with large orders buying 397 million yuan and selling 451 million yuan [1] Stockholder Information - As of August 29, the number of shareholders was 165,000, a decrease of 2.66% from the previous period [2] - The average circulating shares per person increased by 2.73% to 6,430 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable increases in their holdings [3] Business Overview - China Rare Earth specializes in rare earth smelting separation and technology research and development, with its main revenue sources being rare earth oxides (63.51%) and rare earth metals and alloys (35.95%) [2] - The company has been listed since September 11, 1998, and is categorized under the non-ferrous metals industry, specifically in the rare earth sector [2] Dividend Information - The company has distributed a total of 346 million yuan in dividends since its A-share listing, with 124 million yuan in the last three years [3]

Company Overview - Yingluohua Technology Co., Ltd. is located in Dongyang City, Jinhua, Zhejiang Province, and was established on August 4, 1997, with its listing date on August 8, 1997. The company specializes in rare earth permanent magnet materials and products, as well as motor series products [1] - The main business revenue composition includes: NdFeB (50.86%), motor series (25.10%), electric wheelchairs and mobility scooters (12.88%), audio speakers (7.69%), and others (3.47%) [1] Financial Performance - For the first half of 2025, Yingluohua achieved operating revenue of 1.734 billion yuan, a year-on-year decrease of 10.55%. The net profit attributable to the parent company was 144 million yuan, a year-on-year decrease of 1.16% [2] - Since its A-share listing, Yingluohua has cumulatively distributed cash dividends of 270 million yuan, with 256 million yuan distributed in the last three years [3] Stock Market Activity - On September 5, Yingluohua's stock price increased by 2.01%, reaching 11.14 yuan per share, with a trading volume of 145 million yuan and a turnover rate of 1.16%. The total market capitalization is 12.629 billion yuan [1] - Year-to-date, Yingluohua's stock price has risen by 15.92%, but it has seen declines of 8.99% over the last five trading days, 3.30% over the last 20 days, and 2.28% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on June 9, where it recorded a net purchase of 169 million yuan [1] Shareholder Information - As of June 30, 2025, Yingluohua had 137,800 shareholders, an increase of 5.81% from the previous period. The average number of circulating shares per person was 8,225, a decrease of 5.49% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 6.4318 million shares, and several ETFs related to the rare earth and new materials sectors, indicating a growing institutional interest [3]

Company Overview - Zhonggang Tianyuan Co., Ltd. is located in Ma'anshan City, Anhui Province, established on March 27, 2002, and listed on August 2, 2006 [1] - The company’s main business includes industrial raw materials, metal products, electronic components, equipment, and professional technical services [1] - Revenue composition: Industrial raw materials 33.73%, electronic components 24.27%, inspection and testing 19.60%, metal products 17.23%, specialized equipment for metallurgy, mining, and electromechanical engineering 4.07%, others 1.11% [1] Stock Performance - As of September 5, Zhonggang Tianyuan's stock price increased by 2.29%, reaching 10.70 CNY per share, with a total market capitalization of 8.067 billion CNY [1] - Year-to-date stock price increase is 49.52%, with a recent decline of 8.94% over the last five trading days [1] - The stock has seen a 5.42% increase over the last 20 days and a 23.47% increase over the last 60 days [1] Financial Performance - For the first half of 2025, Zhonggang Tianyuan reported revenue of 1.517 billion CNY, a year-on-year increase of 16.94% [2] - The net profit attributable to shareholders for the same period was 147 million CNY, reflecting a year-on-year growth of 43.07% [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 45,600, up by 7.86% from the previous period [2] - The average number of circulating shares per shareholder decreased by 6.89% to 16,508 shares [2] - Cumulative cash dividends since the A-share listing amount to 721 million CNY, with 406 million CNY distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the eighth largest circulating shareholder, holding 8.7918 million shares, a decrease of 880,100 shares from the previous period [3]

Company Overview - Beikong Technology Co., Ltd. is located in Fengtai District, Beijing, and was established on September 6, 2000, with its listing date on May 12, 2004 [2] - The company specializes in the research, production, and sales of mining and metallurgy equipment, including flotation equipment, magnetic separation equipment, and grinding equipment, as well as magnetic materials and devices [2] - The revenue composition of the company is 73.85% from mining and metallurgy equipment and 26.23% from magnetic materials [2] Financial Performance - For the first half of 2025, Beikong Technology achieved operating revenue of 552 million yuan, representing a year-on-year growth of 15.51%, and a net profit attributable to shareholders of 54.31 million yuan, up 10.59% year-on-year [2] - The company has distributed a total of 98.63 million yuan in dividends since its A-share listing, with 43.91 million yuan distributed in the last three years [3] Stock Market Activity - On September 4, the stock price of Beikong Technology fell by 2.00% to 24.50 yuan per share, with a trading volume of 201 million yuan and a turnover rate of 4.28%, resulting in a total market capitalization of 4.637 billion yuan [1] - Year-to-date, the stock price has increased by 61.40%, but it has decreased by 16.44% over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on August 21, where it recorded a net buy of -28.86 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders of Beikong Technology was 44,800, an increase of 108.18% from the previous period, with an average of 3,924 circulating shares per person, a decrease of 51.96% [2] - Among the top ten circulating shareholders, the Jiashi Zhongzheng Rare Earth Industry ETF is the fifth largest shareholder, holding 579,400 shares as a new shareholder [3]

Company Overview - Shenghe Resources Holdings Co., Ltd. is located in Chengdu, Sichuan Province, established on July 1, 1998, and listed on May 29, 2003. The company specializes in rare earth smelting, separation, deep processing, and trading, as well as zircon-titanium mining and processing [2]. Business Performance - For the first half of 2025, Shenghe Resources achieved operating revenue of 6.179 billion yuan, representing a year-on-year growth of 13.62%. The net profit attributable to shareholders was 377 million yuan, showing a significant year-on-year increase of 650.09% [2]. - The company's main revenue sources include rare earth metals (53.87%), rare earth oxides (29.23%), and rare earth concentrates (7.00%) [2]. Stock Market Activity - On September 4, the stock price of Shenghe Resources fell by 2.00%, trading at 23.49 yuan per share, with a total market capitalization of 41.174 billion yuan. The trading volume was 848 million yuan, with a turnover rate of 2.04% [1]. - Year-to-date, the stock price has increased by 130.75%, but it has seen a decline of 5.66% over the last five trading days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 153,500, up by 4.34% from the previous period. The average number of circulating shares per shareholder decreased by 4.16% to 11,416 shares [2][3]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with significant increases in their holdings [3]. Dividend Distribution - Since its A-share listing, Shenghe Resources has distributed a total of 9.51 billion yuan in dividends, with 473 million yuan distributed over the past three years [3].

Core Viewpoint - Northern Rare Earth's stock price has shown significant volatility, with a year-to-date increase of 148.34% but a recent decline of 6.29% over the past five trading days [1] Group 1: Stock Performance - As of September 4, Northern Rare Earth's stock price was 52.61 CNY per share, with a market capitalization of 190.19 billion CNY [1] - The stock has experienced a 35.56% increase over the past 20 days and a 107.66% increase over the past 60 days [1] - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) twice this year, with the most recent occurrence on July 11 [1] Group 2: Financial Performance - For the first half of 2025, Northern Rare Earth reported revenue of 18.866 billion CNY, representing a year-on-year growth of 45.24% [2] - The net profit attributable to shareholders for the same period was 931 million CNY, showing a remarkable year-on-year increase of 1951.52% [2] Group 3: Shareholder Information - As of August 20, the number of shareholders for Northern Rare Earth was 570,000, a decrease of 2.15% from the previous period [2] - The average number of circulating shares per shareholder increased by 2.19% to 6,342 shares [2] - The company has distributed a total of 5.358 billion CNY in dividends since its A-share listing, with 994 million CNY distributed over the past three years [3] Group 4: Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 139 million shares, an increase of 40.41 million shares from the previous period [3] - Various ETFs, including Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, have also increased their holdings in Northern Rare Earth [3]

Company Overview - Jiangsu Huahong Technology Co., Ltd. is located in Jiangyin City, Jiangsu Province, and was established on August 19, 2004. The company was listed on December 20, 2011. Its main business involves recycling resource processing equipment, comprehensive utilization of waste resources, elevator components, and rare earth waste utilization [1]. Business Segments - The revenue composition of Huahong Technology includes: 49.56% from comprehensive utilization of rare earth resources, 23.77% from sales of magnetic materials, 10.45% from sales of recycling resource processing equipment, 9.83% from elevator components, 4.68% from waste recovery and processing, and 1.71% from other sources [1]. Stock Performance - As of September 3, Huahong Technology's stock price decreased by 2.01% to 15.57 CNY per share, with a total market capitalization of 9.594 billion CNY. The stock has increased by 128.30% year-to-date, but has seen a decline of 6.77% over the past five trading days [1]. Financial Performance - For the first half of 2025, Huahong Technology achieved operating revenue of 3.159 billion CNY, representing a year-on-year growth of 17.17%. The net profit attributable to shareholders was 79.6328 million CNY, showing a significant increase of 3480.57% [2]. Shareholder Information - As of June 30, the number of shareholders for Huahong Technology was 34,700, a decrease of 26.48% from the previous period. The average number of circulating shares per person increased by 36.03% to 14,787 shares [2]. Dividend Distribution - Since its A-share listing, Huahong Technology has distributed a total of 354 million CNY in dividends, with 116 million CNY distributed over the past three years [3].

Core Viewpoint - China Rare Earth's stock price has shown significant growth this year, with a year-to-date increase of 106.38%, indicating strong market interest and potential investment opportunities [2]. Stock Performance - As of September 2, China Rare Earth's stock price was 57.89 yuan per share, with a trading volume of 9.46 billion yuan and a market capitalization of 614.34 billion yuan [1]. - The stock has experienced a 23.28% increase over the last five trading days, a 40.41% increase over the last 20 days, and a 58.69% increase over the last 60 days [2]. Trading Activity - The net outflow of main funds was 27.66 million yuan, with large orders buying 213 million yuan (22.51%) and selling 235 million yuan (24.83%) [1]. - The stock has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on August 29, where it recorded a net purchase of 545 million yuan [2]. Company Overview - China Rare Earth Group Resources Technology Co., Ltd. was established on June 17, 1998, and listed on September 11, 1998. Its main business includes rare earth smelting separation and technology research and development [2]. - The company's revenue composition includes 63.51% from rare earth oxides, 35.95% from rare earth metals and alloys, and 0.18% from technical services [2]. Financial Performance - For the first half of 2025, China Rare Earth achieved operating revenue of 1.875 billion yuan, a year-on-year increase of 62.38%, and a net profit attributable to shareholders of 162 million yuan, a year-on-year increase of 166.16% [2]. Shareholder Information - As of August 20, the number of shareholders was 169,600, a decrease of 8.50% from the previous period, with an average of 6,258 circulating shares per person, an increase of 9.29% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable increases in their holdings [3].